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Minnesota Valley Investments
Nelson, Henjum, Lee and Patock, See Locations for Adv offices
507-637-3344
Welcome

Minnesota Valley Investments was built on a foundation of principles that guide us each day. We believe in excellent communication and providing superior service for our clients.

We want you to know that you can depend on us  for all of your financial needs. We will work with you to reach your financial goals.

Click Here to learn more About Us.

Team Members
Jim Nelson 507 430-2499
Pat Henjum 507637-3344
John Patock 320 441-5619
Scott Lee 320 685-6289
Market Summary Video
Newsletters
  • Dividend Investing: Small Payments Can Boost Returns
    Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e.,
  • Quiz: Can You Answer These Social Security Benefit Questions?
    Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income?
  • The College Landscape After Tax Reform
    College students and their parents dodged a major bullet with the Tax Cuts and Jobs Act of 2017. Initial drafts of the bill included the elimination of Coverdell
  • What are the gift and estate tax rules after tax reform?
    The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled the federal gift and estate tax basic exclusion amount to $11.18
  • How has tax reform affected the generation-skipping transfer tax?
    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable--we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities offered through Moloney Securities Co., Inc., Investment advisory services offered through Moloney Securities Asset Management,LLC, Registered Investment Adviser. Member FINRA/SIPC.



This communication is strictly intended for individuals residing in the state(s) of CA, FL and MN. No offers may be made or accepted from any resident outside the specific states referenced.
 


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